__________ status of transaction means payment is being processed.
Pending
If the customer is expressing dissatisfaction, and there has been a material impact or a financial loss, we will log a ________.
Complaint
In sales force what does the blue flag stand for?
Permanent care flag
True or False: The cashback is accrued in the customer's Rewards balance and there is no limit on how much cashback can be earned.
True.
Can a customer have a Chase saver account without having a current account?
No. You need to have a current account in order to have a Chase saver account.
Customers may still process payments on the app while their account is in investigated party status.
False
_________ is when you give permission to a company for them to take money from your bank account on an agreed date.
Direct Debit
Please explain the meaning of the acronyms B.I.M.?
Business Incident Management
If the customer enquiry is related to obtaining TFL refunds, help the customer to locate the 15-digit card number and other card details related to the Chase card used for that transaction, so that the customer can approach TFL for a refund with these details. True or False
False ( It should be 16- digit card number )
_______ is any loss caused as a direct result of our actions.
Financial Loss
In Salesforce, what does the green flag stand for?
Temporary Care Flag
True or False: Customers will be able to enrol in the cashback campaign during the first month of onboarding on to Dynamo.
FALSE – First Year
Is it possible to schedule future dated payments and standing orders from a chase saver account?
Yes
If the customer is enquiring to make a payment while they are in the investigated status, chat should be transferred to Banking Operations. True or False
False
True or False, The customer can re-instate a cancelled Direct Debit.
FALSE, they need to request this through the contact centre and it will be performed by BOPS
For any transactions made using Apple pay, customers can use their ________ card details via the card hub.
Normal
What case sub type do we use for filing a complaint or complaint feedback
Feedback & Exceptions
Under what act does care flag falls?
Data Protection Act 2018 (Health Exemption 19)
Provide at least 3 examples of non-eligible spend for cashback.
Non-eligible spend includes any fees, interest charges, gambling related, prepaid cards, gift cards, cryptocurrency, travelers checks, money orders, payments to a financial institution, loan payments, peer to peer money transfers, business spend, manufactured spend, foreign currency, and any cash equivalent transactions.
Is it possible to point a card to a chase saver account?
No
If FPS is not held due to sanction or fraud, payment should be processed within how many hours?
2 hours (Missing Payment (non-card) HTG)
In case of collection processing failure of the Direct Debit at 7:00 AM, customer will be notified of insufficient funds and a second attempt to process the collection will be made at _______.
2PM
Please explain the meaning of the acronyms DSD?
Dynamo Service Desk
If the customer has reached the threshold of two dispute cases within six months or three dispute cases within eighteen months then this will activate the multiple claims trigger. If this happens this will be an escalation to ________.
Fraud
If complaint was raised by TP, how do we fill out the subject case?
Issue of Complaint – TP